Milestone Advisory Partners Invesco S&P 500 Equal Weight I Transaction History

Milestone Advisory Partners

  • $120 Million
  • Q3 2023

A detailed history of Milestone Advisory Partners transactions in Invesco S&P 500 Equal Weight I stock. As of the latest transaction made, Milestone Advisory Partners holds 88,763 shares of RGI stock, worth $0. This represents 2.83% of its overall portfolio holdings.

Number of Shares
88,763
Previous 15,784 462.36%
Holding current value
$0
Previous $3.23 Million 5.3%
% of portfolio
2.83%
Previous 2.93%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
BUY
$37.94 - $207.84 $2.77 Million - $15.2 Million
72,979 Added 462.36%
88,763 $3.4 Million
Q2 2023

Jul 13, 2023
BUY
$0.0 - $204.5 $0 - $997,755
4,879 Added 44.74%
15,784 $3.23 Million
Q1 2023

May 12, 2023
SELL
$178.42 - $195.63 $282,438 - $309,682
-1,583 Reduced 12.68%
10,905 $2.05 Million
Q4 2022

Jan 24, 2023
SELL
$170.92 - $187.52 $111,097 - $121,888
-650 Reduced 4.95%
12,488 $0
Q3 2022

Oct 12, 2022
BUY
N/A
11,703 Added 815.54%
13,138 $2.04 Million
Q2 2022

Jul 18, 2022
SELL
N/A
-15,093 Reduced 91.32%
1,435 $232,000
Q1 2022

May 10, 2022
SELL
N/A
-3,642 Reduced 18.06%
16,528 $3.12 Million
Q4 2021

Feb 04, 2022
SELL
N/A
-2,588 Reduced 11.37%
20,170 $3.99 Million
Q3 2021

Nov 09, 2021
BUY
N/A
117 Added 0.52%
22,758 $4.15 Million
Q2 2021

Aug 13, 2021
BUY
N/A
3,249 Added 16.75%
22,641 $4.22 Million
Q1 2021

Apr 28, 2021
BUY
N/A
3,068 Added 18.79%
19,392 $3.45 Million
Q4 2020

Jan 25, 2021
BUY
N/A
16,324 New
16,324 $2.58 Million

Others Institutions Holding RGI

# of Institutions
140
Shares Held
9.19M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P 500 EQUAL WEIGHT I

RGI Quotes by TradingView
  • Ticker RGI
  • Sector ETFs
  • Industry ETFs
More about RGI
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